User's defaults

When DT Max is first shipped, a number of customizable features are preset in order to enable users to get started as quickly and smoothly as possible. These User's defaults are:

• Client information
• Tax calculations
• Tax return
• Miscellaneous

To use the program efficiently, ensure that these settings meet your preferences. Some can be changed by using a keyword in a client's file but this way of proceeding should be exceptional. To view or change the preset default values, select User's defaults from the Preferences menu, or press [Alt+F2].

Client information

When preparing tax returns, certain fields require the entry of the same value. To eliminate the need to make the same entry repeatedly, some of them appear as Client information settings. These can always be changed with the proper keyword in a client's file, as required. They are:

• Province of residence (T1)
• Province or jurisdiction of head office (T2, T5013)
• Type of corporation (T2)
• Type of partnership (T5013)
• Province of residence of trust (T3)
• Type of trust (T3)
• Language of client (T1, T2, T3, T5013)

Tax calculations

The Tax calculations tab is where DT Max enables you to select settings in compliance with your firm's requirements. These features are:

• Calculation of instalments / overpayments (T1, T2, T3)
• Processing of March instalments / overpayments (T1)
• Select EI earnings default (T1)
• Automatic calculation of old age security pension (T1)
• Claim ITC refund if possible (T1, T2)
• Optimize provision for taxes (T2)
• Automatic conversion - $US to Can. $ (T1)

Tax return

The Tax return tab enables you to select what you want DT Max to print and in what manner. Choose appropriate settings for your firm in the following categories:

• Mailing address (T1, T2, T3, T5013)
• Phone number (T1, T2, T5013)
• Authorization form (T1, T2, T3, T5013)
• Type of preparer of tax returns (T1)
• Print balance due in "amount enclosed" field (T1, T2, T3)
• Print refund code to claim refund (T2, T3)
• CRA allowed to share information with Elections Canada (T1)
• Print address of firm on client letter and invoice (T1)
• Print current date wherever a signature is required (T1)
• Number of prior years to show on summaries (T1, T2, T3, T5013)
• Display the tax planning summary (T1, T2, T3, T5013)
• Client signature (T2)
• Naming convention for PDF files (T1) - Any selection other than the default will only apply in tax years 2019, 2020, and 2021. The naming convention applies to PDF files generated on the PDF tab of the Forms printing window. For 2022 and later tax years, you can configure a custom PDF naming convention by going to "Tools > Archiving - save as PDF files > Archiving and PDF setup" in the menu, and then selecting the "PDF naming convention" tab.

Miscellaneous

• New client number range (T1, T2, T3, T5013)
• Verification requirements (T1, T2, T3, T5013)
• Enable sorting where possible (T1, T2, T3, T5013)
• Display format of numbers (T1, T2, T3, T5013)
• Display company logo (T1, T2, T3, T5013)
• Show as "Inactive" (grey) any files not accessed in past 2 years (T1, T2, T3, T5013)
• Show client file as "Inactive" (grey) in the years following the final return (T3)
• Auto-save every 10 minutes - If enabled, data will be automatically saved every 10 minutes when on the Data Entry screen. Note: Data is always saved, regardless of whether this feature is enabled, when you switch from the Data Entry screen to either the Tax Return screen or the Client List screen.